Charts
Single Country Periodic Table of Investment Returns: Emerging Markets 2001 – 2010
The chart below shows the Periodic Table of Investment Returns for individual countries in the emerging world from 2001 to 2010. The returns are based on the MSCI and S&P data: Click to enlarge Source: iShares Some observations: The frontier market of Peru was the best performing market in terms of 10-year annualized returns beating [...]
Single Country Periodic Table of Investment Returns: Developed Markets 2001 – 2010
The chart below shows the Periodic Table of Investment Returns for individual countries in the developed world from 2001 to 2010. The returns are based on the MSCI and Standard & Poor’s data. Click to enlarge Source: iShares A few interesting observations: Australia was one of the best performing markets for the period shown with [...]
Review: Callan Periodic Table of Investment Returns 2011
The Callan Periodic Table of Investment Returns for 2011 is shown below: Click to enlarge Source: Callan Associates Some interesting observations noted by Callan include: The U.S. markets generated a tiny 2.11% return which is better than the double digit losses for the overseas developed and emerging markets. For only the third [...]
Chart: Another Look At Why Diversification Matters
The following chart shows the returns of various asset classes from 2001 to 2010: Click to enlarge The 10-year annualized return for foreign stocks was 3.94%. However they returned over 32% in 2009 and 8% in 2010. While foreign stocks fell over 43% during the credit crisis in 2008, they yielded double digit returns every [...]
Chart: Fixed Income Sector Returns from 2001 to 2010
U.S. equities fared very poorly in the lost decade with the nominal S&P 500 stock price down 20% for the decade excluding dividends. The graphic below shows the performance of the S&P 500 index by decades: Click to enlarge Source: A lost decade for stocks. Will next one be better?, Christian Science Monitor While U.S. [...]
Chart: Russell Global Index Sector Performance 2000-2010
The chart below shows the performance of the various Russell Global Index Sectors from 2000 thru 2010: Click to enlarge Source: Russell Investments Some observations: Due to the boom in commodity markets in the past decade materials and processing has been one of the consistent top performing sector. Since the credit crisis, the technology sector [...]
